Westlake Securities

Westlake Securities

Investment Banking Austin, Texas, United States 48 employees
Employees
48
Contacts
4
Emails
4
Phones
4

Westlake Securities Overview

Headquarters
Austin, Texas, United States
Phone Number
Available in AeroLeads
Industry
Investment Banking
Employees
48
Founded
2003
Company Email
Available in AeroLeads
NAICS
Investment Banking and Securities Dealing

About Westlake Securities

Westlake Securities is a middle market investment bank founded in 2003 and headquartered in Austin, Texas. Westlake’s principals come from diverse backgrounds advising, operating and investing in middle market companies. Our clients benefit from the team’s deep understanding of deal strategy, operational improvements, equity value creation and transaction process. We view our clients as partners, working closely with them to develop a sincere understanding of their goals and drivers of their business to determine what it will take to create the growth and/or liquidity desired. We provide a number of services including: - M&A advisory to owners seeking to acquire or exit businesses - Public and private equity and debt placements for firms pursuing capital - Capital formation support for expansion or growth - Liquidity, liquidation and re-structuring advisory, strategies and support - Management consulting, finance and strategic support - Onsite and remote fractional and interim CFO, CMO and CEOs

Westlake Securities Contact Details

People in AeroLeads
4
With contact data
4
Email contacts
4
100.0% coverage
Phone contacts
4
100.0% coverage

Westlake Securities Org Chart

Sample employees and titles
Name Title Contact
Wilson Allen
Email Phone
Liz Schwab Managing Director, Head of CMO Services
Email Phone
Jon Schultz Managing Director, CMO Services
Email Phone
Matthew Gase Board Director / Advisor / Mentor
Email Phone

Employees by Management Level

Individual contributor 8 profiles
Director 2 profiles
Senior / Lead 2 profiles
Executive 1 profile
VP / Head 1 profile

Department Contact Coverage

Department Contacts Email Phone
General 2 2 2
IT 1 1 0
Marketing 1 1 0

Westlake Securities Tech Stack

Data / AI 3 profiles
Engineering 1 profile

Compare Similar Companies to Westlake Securities